Money Matters Is Your Partner Wrecking Your Financial Literacy? By article As couples mature together, they often grow apart in their level of interest and skill in handling their finances. A … Read More→
Money Matters The Smartest Way to Join a Gym By article Exercise is essential, and it can be tempting to join a gym to get yourself into a routine. But a … Read More→
Money Matters 4 Life Changes That Warrant An Investment Tune-up By article If you’re 45 to 65 and are going through some serious changes in your life, you should be thinking about … Read More→
Money Matters Retirement Believing Annuity Myths Can Hurt You By article People miss out on proven solutions to retirement saving and planning because they swallow myths and misconceptions. I HATE Annuities! … Read More→
Money Matters 3 Tips for Guarding Your Money Against Inflation By article Inflation may be creeping up on Americans, which could mean your investments and retirement savings won’t be worth as much … Read More→
Money Matters Financial Decision-Making Capacity Need Not Decline in Healthy Advanced Aging By article Research done in 2018 AT The Center for BrainHealth® at The University of Texas at Dallas showed that advancing age … Read More→
Money Matters Retirement 4 Ways to Reduce Risk in Your Retirement Plan By article Many people are worried about their retirement from a money perspective. According to a survey by Transamerica, most workers think … Read More→
Retirement Want to Travel Post-Retirement? Here Is How to Get Started By article When I was young, my parents loved to travel, and they always included my sister and me. That was the … Read More→
Retirement Beyond the Bucket List: 5 Tips for Reinvigorating the Retirement Paradigm By article Baby Boomers are heading into retirement in droves. Each day, about 10,000 close the doors to their offices for the last … Read More→
Money Matters Retirement Retirees With a Guaranteed Income Are Happier & Live Longer By article Retirees who are surrounded by their family and friends – and who also have a substantial check coming in every … Read More→
Money Matters Common Challenges Young People Face in Choosing Health Plans By article While recent grads are already worrying about student loan debts, there’s another pressing financial problem. In a recent survey, eHealth … Read More→
Money Matters Retirement Two Ways to Get Lifetime Income By article To get a guaranteed lifetime income in retirement, you can annuitize an existing annuity when you’re ready to begin receiving … Read More→
Money Matters What You Must Know About Hospital “Observation Status” By article In a hypothetical scenario, let’s say you break a hip. A call to 911 gets an ambulance to your door … Read More→
Money Matters Retirement Does Your Retirement Plan Pass the 3-Point Check-Up? By article If you’re like most people, you started a retirement account like a 401(k) or IRA years ago because your employer … Read More→
Money Matters How to Protect Yourself Against Mortgage Fraud By article Mortgage fraud occurs when a potential homebuyer, seller, or lender lies or omits key information that leads to a mortgage … Read More→
Money Matters 3 Tax-Savings Ideas to Help Seniors with Long-Term Care Expenses By article One huge expense awaiting a large percentage of Americans near the end of their lives is long-term care. Coming up … Read More→
Money Matters Retirement 3 Retirement Tax Traps and How to Avoid Them By article There was a time when older Americans received a lot of tax breaks, but no more. Congress and state and … Read More→
Money Matters 2017 Tax Return Points the Way to Tax Savings in 2018 and Beyond By article Your 2017 tax return provides valuable clues for planning for your 2018 taxes. But with tax reform, the exercise is … Read More→